1858 Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Sell |
1,527
-426
| -22% | -$93.1K | 0.25% | 73 |
|
|
2025
Q1 | $273K | Sell |
1,953
-293
| -13% | -$41K | 0.23% | 85 |
|
|
2024
Q4 | $374K | Sell |
2,246
-969
| -30% | -$161K | 0.3% | 75 |
|
|
2024
Q3 | $548K | Buy |
3,215
+560
| +21% | +$95.4K | 0.45% | 58 |
|
|
2024
Q2 | $375K | Sell |
2,655
-805
| -23% | -$114K | 0.31% | 72 |
|
|
2024
Q1 | $365K | Hold |
3,460
| – | – | 0.35% | 73 |
|
|
2023
Q4 | $365K | Buy |
+3,460
| New | +$365K | 0.35% | 73 |
|